The upgraded version of eWealthManager has features that makes content and tools easier to be located and used, and is organized to align better with the way advisors work.
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The new features and functionalities of the eWealthManager would enable efficient and effective working of advisors with their clients.
The upgraded eWealthManager provides advisors with services such as seeing their entire practice at a glance, viewing investment summaries by asset allocation approaches, comparing investment characteristics of portfolio strategies etc.
"The goal of the new eWealthManager is to help advisors maximize their time, so they can concentrate on their interactions with clients," said GFWM President and CEO Gurinder Ahluwalia.
Ahluwalia also opined that the site would supports GFWM’s mission of helping advisors build better businesses with a new and extensive Practice Management section that provides a hub through which to track key information about their practices.
